The truth about money

What makes us different from a lot of other financial advisers is that we tell the truth about money.

The truth about money is not whether retail super funds are better than industry super funds, or stock A is better than stock B, or this managed fund outperformed that one etc.

The truth about money is:

Life is not a rehearsal! Precious time is slipping away…

WHAT are the things you really want to do with the time you have left?

WHEN can you STOP doing what you no longer ENJOY?

WHEN can you START doing what you really LOVE?

WHAT do you need to do to ENSURE you NEVER run out of money?

WHAT do you need to do to ENSURE your family are totally financially secure WHATEVER HAPPENS?

HOW MUCH is ENOUGH?

What is your NUMBER?

Who we help

If life is a two week holiday, you’re truly in your 2nd week. You know too well how quickly that 2nd week goes from your holiday experience.

It seems time speeds up as we get older!

So let’s procrastinate no more and ‘begin with the end in mind’. Let’s plan what you really want to do with the time you have left and make the best use of your current and future resources to achieve your goals.

How we help

In order to do our job properly, we wear three hats.

The 1st hat is that of a life planner. We want to find out your story and what you want to achieve in the time you got left. It’s what the first meeting is about. It also gives us an opportunity to get to know each other and decide if we’d like to work together.

What we do

We provide comprehensive wealth management services in conjunction with other trusted advisers in our professional network. We take a holistic view of your life and review all aspects of your finances. Here are some of the things we may discuss with you.

Min Wu

Min Wu

Min is a CERTIFIED FINANCIAL PLANNER® with over ten years’ experience advising clients and managing wealth. He is a Professional member of the Financial Planning Association of Australia (FPA). Min is passionate about helping people not just manage their wealth but also connect money with life. He takes a real interest in every client’s life story and help them use money to make a life instead of using life to make money. After all, life is not a rehearsal and we must do the things we really want to do in the time we have left through the best use of our resources.

Life is short, make the most of it!

How much is enough?